Wealthfront’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $1.66M | Buy |
14,914
+2,786
| +23% | +$310K | 0.02% | 153 |
|
2018
Q2 | $1.31M | Sell |
12,128
-9,516
| -44% | -$1.03M | 0.01% | 196 |
|
2018
Q1 | $2.37M | Buy |
21,644
+8,141
| +60% | +$892K | 0.02% | 115 |
|
2017
Q4 | $1.5M | Buy |
13,503
+4,109
| +44% | +$456K | 0.02% | 161 |
|
2017
Q3 | $939K | Buy |
9,394
+2,564
| +38% | +$256K | 0.01% | 207 |
|
2017
Q2 | $684K | Buy |
6,830
+2,149
| +46% | +$215K | 0.01% | 211 |
|
2017
Q1 | $442K | Buy |
4,681
+1,018
| +28% | +$96.1K | 0.01% | 247 |
|
2016
Q4 | $318K | Sell |
3,663
-1,241
| -25% | -$108K | 0.01% | 284 |
|
2016
Q3 | $462K | Buy |
4,904
+108
| +2% | +$10.2K | 0.01% | 191 |
|
2016
Q2 | $486K | Buy |
4,796
+874
| +22% | +$88.6K | 0.01% | 174 |
|
2016
Q1 | $339K | Buy |
3,922
+682
| +21% | +$58.9K | 0.01% | 223 |
|
2015
Q4 | $280K | Buy |
3,240
+513
| +19% | +$44.3K | 0.01% | 226 |
|
2015
Q3 | $215K | Sell |
2,727
-1,298
| -32% | -$102K | 0.01% | 259 |
|
2015
Q2 | $323K | Buy |
4,025
+380
| +10% | +$30.5K | 0.01% | 174 |
|
2015
Q1 | $301K | Buy |
3,645
+450
| +14% | +$37.2K | 0.01% | 158 |
|
2014
Q4 | $251K | Buy |
3,195
+825
| +35% | +$64.8K | 0.01% | 159 |
|
2014
Q3 | $191K | Buy |
2,370
+1,035
| +78% | +$83.4K | 0.01% | 164 |
|
2014
Q2 | $99K | Buy |
1,335
+317
| +31% | +$23.5K | 0.01% | 223 |
|
2014
Q1 | $76K | Buy |
+1,018
| New | +$76K | 0.01% | 186 |
|